This article will help you understand how to unlink referrers and clinics in coreplus. You can either unlink a clinic from a referrer or you can unlink a referrer from a clinic.
π‘This can only be done by a supervisor or a case manager
This article includes:
β
β1. Unlink a clinic from a referrer
β2. Unlink a referrer from a clinic
Unlink a clinic from a referrer
1. From the Dashboard, go to Setup > Referrers
2. Click on the referrer
3. Then click on the drop-down arrow on the clinic and click Edit Details
4. Under Status, select Inactive from the drop-down and click Save
5. Click Confirm on the pop-up warning and the clinic will be unlinked
Unlink a referrer from a clinic
1. From the Dashboard, go to Setup > Referrers
2. Click on Clinics, then select the clinic of your preference
3. Then click on the drop-down arrow on the referrer and click Edit Details
4. Under Status, select Inactive from the drop-down and click Save
5. Click Confirm on the pop-up warning and the referrer will be unlinked
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